Anic Equity¶
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Total return since start: 0.597 %¶
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Equity now: -----------------------------> 48780.01 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 44718.41 Kr¶
PnL: ---------------------------------------> -337.59 Kr¶
DD now: ---------------------------------> -8.171 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-07 21:25:57.969870'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.980000 | 1612.440000 | 143.440000 | 9.760000 | 1468.999998 |
| Hexatronic Group | 12 | 8.300000 | 1080.000000 | 113.000000 | 11.690000 | 966.999996 |
| VEF | 909 | 5.360000 | 1928.900000 | 78.900000 | 4.260000 | 1850.000436 |
| Hoist Finance | 35 | 2.760000 | 1041.250000 | 61.250000 | 6.250000 | 980.000000 |
| INVISIO | 16 | 2.410000 | 3744.000000 | 55.000000 | 1.490000 | 3689.000000 |
| OX2 | 13 | 0.600000 | 977.600000 | 27.600000 | 2.910000 | 949.999999 |
| HEXPOL B | 9 | 3.030000 | 1039.500000 | 18.500000 | 1.810000 | 1020.999996 |
| Atrium Ljungberg B | 5 | -1.350000 | 952.000000 | 17.000000 | 1.820000 | 935.000000 |
| Sagax B | 4 | 1.540000 | 868.800000 | 14.800000 | 1.730000 | 854.000000 |
| Sagax A | 4 | 1.880000 | 868.000000 | 14.000000 | 1.640000 | 854.000000 |
| JM | 6 | 0.480000 | 876.600000 | 12.600000 | 1.460000 | 864.000000 |
| BioGaia B | 8 | 2.990000 | 938.400000 | 8.400000 | 0.900000 | 930.000000 |
| Gränges | 9 | 2.060000 | 935.100000 | 7.100000 | 0.770000 | 927.999999 |
| Clas Ohlson B | 12 | 4.960000 | 978.000000 | 5.000000 | 0.510000 | 972.999996 |
| Byggmax Group | 33 | 3.370000 | 951.720000 | -4.280000 | -0.450000 | 956.000001 |
| Bilia A | 8 | 1.730000 | 893.600000 | -6.400000 | -0.710000 | 900.000000 |
| Catena | 2 | -1.510000 | 785.200000 | -6.800000 | -0.860000 | 792.000000 |
| Addnode Group B | 11 | 3.570000 | 910.250000 | -10.750000 | -1.170000 | 921.000003 |
| Biotage | 7 | -0.230000 | 927.500000 | -13.500000 | -1.430000 | 940.999997 |
| AcadeMedia | 8 | -2.920000 | 388.320000 | -13.680000 | -3.400000 | 402.000000 |
| SKF B | 5 | 2.860000 | 926.000000 | -14.000000 | -1.490000 | 940.000000 |
| Creaspac SPAC | 39 | 0.210000 | 3693.300000 | -24.700000 | -0.660000 | 3717.999987 |
| EQT | 4 | 1.770000 | 807.200000 | -24.800000 | -2.980000 | 832.000000 |
| ASSA ABLOY B | 3 | -0.360000 | 750.300000 | -28.700000 | -3.680000 | 779.000001 |
| Nordic Waterproofing Holding | 7 | 0.450000 | 938.000000 | -29.000000 | -3.000000 | 966.999999 |
| Latour B | 4 | 2.280000 | 824.400000 | -32.600000 | -3.800000 | 857.000000 |
| Bufab | 3 | 3.590000 | 1072.200000 | -36.800000 | -3.320000 | 1109.000001 |
| Alimak Group | 11 | 0.870000 | 891.000000 | -37.000000 | -3.990000 | 927.999996 |
| Vitec Software Group B | 2 | 2.850000 | 1046.000000 | -41.000000 | -3.770000 | 1087.000000 |
| Platzer Fastigheter Holding B | 12 | 0.530000 | 913.200000 | -47.800000 | -4.970000 | 960.999996 |
| Indutrade | 5 | 0.950000 | 1164.000000 | -54.000000 | -4.430000 | 1218.000000 |
| Orrön Energy | 180 | 1.430000 | 1980.000000 | -63.000000 | -3.080000 | 2043.000000 |
| Sedana Medical | 93 | 1.240000 | 2425.440000 | -95.560000 | -3.790000 | 2521.000011 |
| BHG Group | 97 | 4.130000 | 1345.390000 | -113.610000 | -7.790000 | 1458.999989 |
| Hexagon B | 26 | -0.160000 | 3244.800000 | -216.200000 | -6.250000 | 3461.000010 |
| TOTAL | 44718.410000 | -337.590000 | -8.17077% | 45056.000411 |
Updated:¶
'2023-07-07 21:26:16.800883'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
